Richard Alan Jones, Cfa Email & Phone Number

“Good fortune is what happens when opportunity meets with planning.”~Thomas EdisonEveryday I’m excited to help First Tech members get one step closer towards their financial goals. I admire members for their passion and innovation that has benefited my life. I seek to bring to every member’s investment services experience that same drive and determination.Like First Tech members, I’m wired a bit differently too. I don’t view a financial plan as a static artifact. Rather, it is treated as a dynamic blueprint, which is engineered to be flexible and adapt as life moves. Complementing your plan, investment portfolios are designed to balance risk and reward intelligently and with an understanding that risk management must be exercised continuously. If you have questions about your financial future, I’m here to listen.If you’re not sure which questions you have, I’m here to help you think of those questions.What comes next will be a collaborative engagement designed to simplify and enhance your life. Send an email to richard_jones@addisonavenue.com to learn more. Not a First Tech member? Let’s talk, the process is simple and the benefits could be substantial.I’m always eager to engage in intelligent and insightful conversations. Reach out if you want to talk markets, business, fitness, or Oregon football. Specialties: financial planning, investment management, asset allocation, college savings, 401k reviews, asset protection, long-term care, life insurance, annuities, risk management

Listed skills include Finance, Financial Advisory, Investments, Financial Planning, and 12 others.

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  University Of Oregon

  Economics